Kevin Matz & Associates PLLC Employee Directory

Law PracticeNew York, United States2-10 Employees

Kevin Matz & Associates PLLC is a law practice based in White Plains, New York, with additional offices in Midtown Manhattan. The firm focuses on advising high net-worth individuals and families on wealth accumulation, management, and transfer, emphasizing multigenerational estate planning and tax-efficient asset transfers. Services include estate and trust administration, post-mortem tax planning, and tax return preparation, along with business counseling, fiduciary matters, and coordination with clients’ professional advisors. The practice serves real estate entrepreneurs, private investment managers, high-profile professionals, and others, working closely with trust officers, investment advisors, accountants, and insurance planners to manage and transfer assets and to support fiduciary roles for financial institutions. The firm’s positioning sits at the intersection of tax strategy and wealth transfer within a private-client and fiduciary-services framework.

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